Profile
Terrance P.
Gallagher is Chief Executive Officer & Trustee at Investment Managers Series Trust II since 2025.
Holds trustee and director roles at multiple funds including Destiny Alternative Fund (Tax Exempt) LLC, Infinity Core Alternative Fund, FT Vest Total Return Income Fund Series B3, First Trust Alternative Opportunities Fund, Variant Alternative Income Fund, Aspiriant Risk-Managed Real Asset Fund, Aspiriant Risk-Managed Capital Appreciation Fund, Variant Impact Fund, The Optima Dynamic Alternatives Fund, First Trust Real Assets Fund, First Trust Private Assets Fund, First Trust Private Credit Fund, and First Trust Hedged Strategies Fund.
Formerly served as Director-Fund Accounting, Administration & Tax at UMB Fund Services, Inc. from 2007 to 2023.
Served as Treasurer at CommonWealth International Series Trust from 2010 to 2015 and at American Independence Funds Trust from 2016 to 2018.
Held positions of Secretary at Aetna Multi-Strategy 1099 Fund and Vivaldi Opportunities Fund.
Held roles as Senior Vice President at Unified Fund Services, Inc. and Trustee at Keystone Private Income Fund.
Completed graduate studies at DePaul University.
Terrance Gallagher active positions
| Companies | Position | Start |
|---|---|---|
Investment Managers Series Trust II
Investment Managers Series Trust II Investment Trusts/Mutual FundsMiscellaneous Operates as an open-end investment management company | Chief Executive Officer | 2013-08-31 |
Variant Alternative Income Fund
Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Director/Board Member | 2020-05-31 |
Aspiriant Risk-Managed Real Asset Fund
Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Director/Board Member | - |
Aspiriant Risk-Managed Capital Appreciation Fund
Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Director/Board Member | 2020-11-09 |
The Optima Dynamic Alternatives Fund
The Optima Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Director/Board Member | - |
First Trust Private Assets Fund
First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Director/Board Member | 2022-02-13 |
First Trust Private Credit Fund
First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Director/Board Member | 2022-02-13 |
Infinity Core Alternative Fund
Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Director/Board Member | 2020-05-31 |
Destiny Alternative Fund (Tax Exempt) LLC | Director/Board Member | - |
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Former positions of Terrance Gallagher
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Training of Terrance Gallagher
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 21 |
|---|---|
CommonWealth International Series Trust
CommonWealth International Series Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
American Independence Funds Trust
American Independence Funds Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
UMB Fund Services, Inc.
UMB Fund Services, Inc. Financial ConglomeratesFinance Provides fund management services | Finance |
Aetna Multi-Strategy 1099 Fund
Aetna Multi-Strategy 1099 Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Investment Managers Series Trust II
Investment Managers Series Trust II Investment Trusts/Mutual FundsMiscellaneous Operates as an open-end investment management company | Miscellaneous |
Infinity Core Alternative Fund
Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
First Trust Alternative Opportunities Fund
First Trust Alternative Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Variant Alternative Income Fund
Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Aspiriant Risk-Managed Real Asset Fund
Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Variant Impact Fund
Variant Impact Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
First Trust Private Credit Fund
First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
First Trust Real Assets Fund
First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
DePaul University
DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Unified Fund Services, Inc.
Unified Fund Services, Inc. Financial ConglomeratesFinance Provides fund management services | Finance |
Keystone Private Income Fund
Keystone Private Income Fund Investment ManagersFinance Functions as a private equity fund | Finance |
Vivaldi Opportunities Fund
Vivaldi Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Aspiriant Risk-Managed Capital Appreciation Fund
Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
The Optima Dynamic Alternatives Fund
The Optima Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
First Trust Private Assets Fund
First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
Destiny Alternative Fund (Tax Exempt) LLC | |
First Trust Hedged Strategies Fund
First Trust Hedged Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
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